AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$964K
3
+$752K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$710K
5
JCI icon
Johnson Controls International
JCI
+$706K

Top Sells

1
+$2.86M
2
+$947K
3
+$921K
4
DHR icon
Danaher
DHR
+$853K
5
FEIC
FEI COMPANY
FEIC
+$760K

Sector Composition

1 Technology 15.47%
2 Healthcare 14.23%
3 Financials 11.81%
4 Consumer Discretionary 11%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.59%
318,798
+1,493
27
$9.53M 0.55%
215,283
-26
28
$9.38M 0.54%
118,550
-43
29
$9.33M 0.54%
63,326
+84
30
$9.15M 0.53%
145,070
+498
31
$9.11M 0.53%
241,236
+1,390
32
$9.03M 0.52%
78,274
-302
33
$8.77M 0.51%
86,176
-298
34
$8.31M 0.48%
93,350
+10
35
$8.16M 0.47%
136,996
+683
36
$8.06M 0.47%
149,472
+19
37
$7.94M 0.46%
71,468
+25
38
$7.58M 0.44%
484,194
+1,330
39
$7.54M 0.44%
237,652
+1,437
40
$7.51M 0.44%
77,220
+436
41
$7.44M 0.43%
72,262
+573
42
$7.2M 0.42%
68,867
-66
43
$7M 0.41%
87,253
+128
44
$7M 0.41%
53,142
-238
45
$6.95M 0.4%
128,324
-111
46
$6.82M 0.4%
55,821
+33
47
$6.77M 0.39%
61,880
+13
48
$6.58M 0.38%
28,593
+98
49
$6.53M 0.38%
138,161
+229
50
$6.52M 0.38%
4,430
-2
1
2
3 4 5